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Technology Stocks : EXLN - Excelon -- Ignore unavailable to you. Want to Upgrade?


To: ahhaha who wrote (33)2/5/2000 8:49:00 AM
From: Keith Monahan  Read Replies (2) | Respond to of 811
 
After listening to the conference call, it became very clear to me that this company is the best B2B play out there. It is worth repeating that the revenue growth in new segments last quarter was mainly from the Dynamic Application Platform. Once the B2B integration server and e-solutions legs of the new business strategy start to add to sales, doubling of revenues quarter to quarter will appear very conservative. I would expect the second quarter of this year to be huge in terms of revenue growth.

And although Object Store itself will not exhibit explosive growth, having a loyal existing customer base can only help with the sales of new products.

Overall, Goldman's presentation during the conference call was excellent. He clearly articulated the vision and opportunities ahead without getting too technical. This will be an asset when EXLN gets some real analysts following the company.

When one analyst asked Goldman why EXLN's market cap was not comparable to ONDS and others, his response was basically "you tell me".

I think this oversight will be rectified shortly.